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In today's fast-paced business world, field service management has become more critical than ever. Mobile workers are constantly on the move, managing work orders, and ensuring efficient service delivery. To keep up with the demands of modern field service operations, companies are increasingly turning to AI-generated briefs, enhanced scheduling and optimization, and other technological advancements. In this blog, we'll explore the latest innovations in field service management, including Field Service Einstein, Resource Management, Asset Management, Administration, Customer Engagement, and Mobile enhancements.
Field Service Einstein:
Mobile workers are now empowered with AI-generated briefings for their work orders. These briefings provide them with valuable insights and information, ensuring that they are well-informed and ready to tackle their tasks efficiently.
Field Service Resource Management:
Enhanced Scheduling and Optimization has revolutionized how service resources are managed. Companies can align their service resources with their priorities by controlling work using work capacity limits. This feature now supports multiday work, making it easier to manage complex service appointments. Additionally, group service appointments at the same site when scheduling, further optimizing your resources. For Salesforce users prior to Summer '23, the transition to Enhanced Scheduling and Optimization is made seamless with an easy-to-follow flow. The Crew Management tool has also been enhanced with search and filter capabilities, making it easier to find the necessary service resources with the required skills for your crew. The Gantt enhancements in the dispatcher console improve user experience and dispatcher productivity.
Field Service Asset Management:
With real-time updates on asset performance and efficient recordset filter criteria rules, asset management has never been easier. The out-of-the-box Field Service data kit in Data Cloud simplifies asset management. Keep track of crucial KPIs related to asset repair and failure times and stay ahead of maintenance needs by leveraging asset attributes. You can even set default values for checkbox and date data types of attribute definitions and restrict the sharing of asset attributes. Be sure to prepare for the upcoming retirement of the maintenance plan’s frequency fields.
Field Service Administration and Processes:
Create brand-savvy service documents with Document Builder, making your mobile workers' jobs more effective and efficient. Tailor these documents to showcase your brand and streamline the service process.
Field Service Customer Engagement:
Improve Visual Remote Assistant efficiency by analyzing data on the Value dashboard. Temporarily retain Visual Remote Assistant images for increased data security. Keep your company at the forefront by guiding customers to your company website after each Visual Remote Assistant session. Additionally, enhance efficiency and provide better customer support by offering Visual Remote Assistant self-service sessions.
Field Service Mobile:
The Field Service Mobile app now allows you to scan barcodes directly from the app, reducing workflow friction between platforms. Customize the tab bar to improve workflows, and get automated timestamps from location-based actions. Android tablet users can enjoy the ability to view two apps simultaneously, increasing productivity and multitasking capabilities.
Spotlight on Field Service Content:
Use landing pages to guide you on your path to setting up success, ensuring that you make the most of these powerful features and enhancements.
Field Service APIs:
Leverage Field Service Apex API to assign service appointments to resources based on their geolocations and schedule appointments for recurring visits. Empower mobile workers with the ability to use NFC tags through the new NFCService API and scan documents with the new DocumentScanner API.
In conclusion, the latest innovations in Field Service Management offer businesses the opportunity to enhance their operations, improve customer service, and streamline their workflows. By embracing AI-generated briefs, efficient resource management, comprehensive asset management, and the latest in mobile technology, companies can stay at the forefront of the field service industry. With these tools at your disposal, your team will be well-equipped to deliver exceptional service and drive success for your organization.